Episode Synopsis "A research-based approach to investing in transformational growth themes"

Portfolio Manager and Equity Research Analyst Brian Recht discusses transformational themes, with a focus on cloud computing and digitization, that he believes will drive future economic growth and provide long-term investment opportunities.

Listen "A research-based approach to investing in transformational growth themes"

More episodes of the podcast Global Perspectives

• A research-based approach to investing in transformational growth themes
• Market GPS investment outlook complexities and opportunities in 2025
• Investment Outlook 2025
• The best sector opportunities in 2025
• Integrating ESG for enhanced financial outcomes and a sustainable world
• Finding balance in a shifting market landscape
• The outlook for securitized as Fed commences rate-cutting cycle
• AI – invest with patience
• Exploring potential in commercial real estate-backed debt
• European equities tapping into global tech themes
• Can momentum in small caps continue?
• Non-U.S. stocks begin to make their case
• Where do we go from here?
• Tapping into a broad set of growth drivers in mid-caps
• Navigating U.S. securitized markets in an uncertain rate environment
• The emerging return potential of emerging markets
• Redefining growth potential in the technology sector
• Healthcare’s under-appreciated opportunities
• Thematic investing
• Opportunities in equities, fixed income, and multi-asset investing